Ep. 9 If your bank only knows you as an account number, you’re running your business with one hand tied behind your back. Your banker should be doing more than holding your money — they should be helping you lower fees, protect your cash flow, and connect you to resources that move your business forward.

In this episode of Elevating Enterprise, Jazzy T + RJ sit down with Melissa Jordan, Senior Business Banking Relationship Manager at M&T Bank, to reveal why small business owners need more than just a place to deposit checks.

From building your “B.A.I.L.” team to automating payments and planning for growth, Melissa shares insider strategies to help you stop leaving money on the table and start scaling smarter.

Key Takeaways for Small Business Owners

1️⃣ Your banker should be a partner — a single point of contact who understands your business, connects you to specialists, and streamlines your financial systems.
2️⃣ Ditch unnecessary fees — banks can offer merchant services that rival or replace QuickBooks, saving you money and time.
3️⃣ Automate your cash flow — use banking tools for payments, receivables, and vendor management to create efficiency and improve client experience.
4️⃣ Build your B.A.I.L. team — banker, accountant, insurance rep, and lawyer working together to guide your growth.
5️⃣ Stay fraud-ready — with the right relationship, your banker will proactively educate and protect you against evolving threats.

Resources:

Melissa Jordan Vice President | M&T Bank Rochester, NY

Business Banking | Senior Relationship Manager

(Cell) 585-734-7026

Schedule an appointment

[email protected] | www.mtb.com

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